Lucidchart Tutorial – Automate Account Plans with Salesforce Data

The Lucidchart Sales Solution allows you to automatically map crucial information from Salesforce to anywhere in your Lucidchart documents.

After watching this video, you’ll be able to map Salesforce objects as you are account planning. This saves you time by automating many of the tedious, time-consuming tasks involved in building QBR decks, preparing for deal reviews, or other initiatives. Learn how to make information in Salesforce more understandable, digestible, and visual using Lucidchart.


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